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NVIDIA and Microsoft bring AI agents to Windows

Plus: Why Samsung shares fell after record earnings

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Hello, Prohuman

Today, we will talk about these stories:

  • Windows PCs are getting serious AI hardware

  • Samsung's $80 billion profit still disappoints

  • OpenAI wants you to do more inside ChatGPT

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NVIDIA and Microsoft want AI agents running on your PC

Image Credits: NVIDIA

NVIDIA and Microsoft are preparing Windows PCs to run powerful AI agents directly on your computer.

And the hardware is coming soon.

At a San Francisco event, the companies introduced RTX Spark, a new platform offering up to 128GB of unified memory and enough processing power to run large AI models locally, without constantly relying on cloud servers.

Laptop preorders are open, with availability starting October 16.

Microsoft also introduced Windows infrastructure that allows AI agents to operate continuously in the background, with security controls built into the operating system.

I think the bigger development is Microsoft's decision to make Windows itself responsible for managing AI agents, rather than leaving everything to individual applications. That could make locally running assistants more practical for developers and businesses handling sensitive files, especially when those assistants need to work across multiple applications.

NVIDIA is also bringing its powerful DGX Station to Windows, giving enterprise developers access to much larger models at their desks.

The hardware sounds impressive, but how useful will these agents be in everyday work?

Samsung just made $80 billion. Investors wanted more.

Samsung just reported its biggest quarterly profit ever, and its stock still fell.

That's worth paying attention to.

The company expects $80.2 billion in operating profit for Q3, up 782% from last year, as AI companies keep buying memory chips faster than suppliers can produce them.

Yet Samsung shares slipped 0.7% in Thursday morning trading.

I think the reaction says plenty about how much growth investors already expect from AI hardware companies, even when their earnings reach historic levels. Samsung is making extraordinary money, but investors seem more concerned about whether it can keep delivering results at this pace.

There's another detail worth watching.

AI companies are signing multiyear memory supply agreements, which could give Samsung more predictable revenue in an industry known for sharp downturns.

When Samsung releases its full results later this month, the memory division's performance should help clarify how sustainable these profits really are.

How much growth is already priced in?

ChatGPT wants you to interact with answers, not just read them

Image Credits: OpenAI

ChatGPT is getting an interface where you can adjust charts, use calculators, and interact with diagrams directly inside conversations.

OpenAI calls it Intelligent UI.

Launched alongside GPT-6, the feature allows ChatGPT to generate interactive visuals based on what someone is asking, whether that's understanding airplane wings, planning a hiking trip, or calculating personal savings.

During a demonstration, ChatGPT generated diagrams showing how an airplane wing produces lift.

I think this could make ChatGPT considerably more useful for learning, especially when people need to experiment with numbers or see how something works. It also reduces the need to switch between ChatGPT and separate tools for simple tasks like calculations or planning.

The feature is rolling out globally, reaching paid users first and Free and Go users on Thursday.

The interesting question is whether people will start expecting every AI answer to be something they can actually interact with.

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